MAX Chat
Company Analysis Itaú Unibanco Holding S.A.
1. Summary
Advantages
- Price (6.97 $) is less than fair price (9.28 $)
- Dividends (7.61%) are higher than the sector average (2.71%).
- The stock's return over the last year (53.34%) is higher than the sector average (-0.81%).
Disadvantages
- Current debt level 31.73% has increased over 5 years from 17.04%.
- The company's current efficiency (ROE=20.48%) is lower than the sector average (ROE=89.52%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Itaú Unibanco Holding S.A. | Financials | Index | |
|---|---|---|---|
| 7 days | -1.1% | 0% | 0.8% |
| 90 days | 9.4% | -4.2% | 11% |
| 1 year | 53.3% | -0.8% | 16.1% |
ITUB vs Sector: Itaú Unibanco Holding S.A. has outperformed the "Financials" sector by 54.15% over the past year.
ITUB vs Market: Itaú Unibanco Holding S.A. has outperformed the market by 37.28% over the past year.
Stable price: ITUB is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: ITUB with weekly volatility of 1.03% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Below fair price: The current price (6.97 $) is lower than the fair price (9.28 $).
Price significantly below the fair price: The current price (6.97 $) is 33.1% lower than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (7.42) is lower than that of the sector as a whole (53.39).
P/E vs Market: The company's P/E (7.42) is lower than that of the market as a whole (51.19).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (1.38) is lower than that of the sector as a whole (2.67).
P/BV vs Market: The company's P/BV (1.38) is lower than that of the market as a whole (18.13).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (0.9356) is lower than that of the sector as a whole (6.33).
P/S vs Market: The company's P/S indicator (0.9356) is lower than that of the market as a whole (27.99).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (17.53) is higher than that of the sector as a whole (15.63).
EV/Ebitda vs Market: The company's EV/Ebitda (17.53) is lower than that of the market as a whole (36.56).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 34.55% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (34.55%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (29.77%).
5.4. ROE
ROE vs Sector: The company's ROE (20.48%) is lower than that of the sector as a whole (89.52%).
ROE vs Market: The company's ROE (20.48%) is lower than that of the market as a whole (34.77%).
5.5. ROA
ROA vs Sector: The company's ROA (1.52%) is lower than that of the sector as a whole (24.69%).
ROA vs Market: The company's ROA (1.52%) is lower than that of the market as a whole (11.49%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.03%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 7.61% is higher than the average for the sector '2.71%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 7.61% has been steadily paid over the past 7 years, DSI=0.79.
Weak dividend growth: The company's dividend yield 7.61% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (51.88%) are at a comfortable level.
Pay for your subscription
More functionality and data for company and portfolio analysis is available by subscription
